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Financial Planning

Financial Planning

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Couples Financial Planning

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Financial Transition Planning

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‘How an IT couple realized their dream of a larger home’

Keshav Prasad and Mohini LathaKeshav Prasad and Mohini Latha used their own funds, and a home loan which was also tax-efficient.

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‘Their money was underutilised, and then they met a financial planner’

Rajat Jain and Smriti HandaRajat Jain and Smriti Handa knew that their investments in real estate and fixed deposits were not ideal, but didn’t have the time or expertise to look at other products.

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